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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
851
WealthPLAN Partners
Nebraska
$203K -$307K -7,037 -59%
UBWV
852
United Bank (West Virginia)
West Virginia
$203K -$52.3K -1,200 -20%
BB
853
Busey Bank
Illinois
$203K – – –
BSW
854
Buckingham Strategic Wealth
Missouri
$202K +$210K +4,821 New
LIM
855
Lathrop Investment Management
Arkansas
$201K – – –
NEPPG
856
New England Professional Planning Group
Rhode Island
$200K +$10.2K +234 +5%
HIM
857
Hillsdale Investment Management
Ontario, Canada
$197K +$56.6K +1,300 +38%
HPBT
858
High Point Bank & Trust
North Carolina
$196K – – –
FANJ
859
Financial Architects (New Jersey)
New Jersey
$195K -$11.3K -259 -5%
AIM
860
Acropolis Investment Management
Missouri
$191K -$297K -6,807 -60%
WTB
861
Washington Trust Bank
Washington
$184K +$21.8K +500 +13%
KTC
862
Kistler-Tiffany Companies
Pennsylvania
$179K +$139K +3,189 +293%
KWMG
863
King Wealth Management Group
Florida
$176K +$183K +4,200 New
AGM
864
Alpine Global Management
New York
$172K +$179K +4,104 New
MCA
865
Mercer Capital Advisers
New Jersey
$168K – – –
RWA
866
Ropes Wealth Advisors
Massachusetts
$168K – – –
FMP
867
Financial Management Professionals
Texas
$167K – – –
GLI
868
Guardian Life Insurance
New York
$167K – – –
RP
869
Rowlandmiller & Partners
Georgia
$166K +$1.05K +24 +0.6%
DBT
870
Dubuque Bank & Trust
Iowa
$163K +$67.5K +1,550 +66%
WCM
871
Wealthcare Capital Management
Virginia
$159K +$134K +3,065 +424%
OSNBOA
872
Old Second National Bank of Aurora
Illinois
$149K -$24.4K -559 -14%
TWA
873
TCI Wealth Advisors
Arizona
$149K +$116K +2,668 +301%
ACS
874
Archford Capital Strategies
Illinois
$147K -$33.4K -766 -18%
KPCM
875
Kings Point Capital Management
New York
$145K – – –
33 34
35
36 37